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Financial Service Associate Jobs in California (NOW HIRING)

Allworth Financial

Service Associate

Walnut Creek, CA · On-site

$17.50 - $23.25/hr

You will bring extensive experience in financial services, excellent relationship-building skills ... Reports to the Service Team Lead, providing feedback, and mentoring associates within the Service ...

New

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site

$80K - $100K/yr

Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and ...

Allworth Financial

Service Associate

Walnut Creek, CA · On-site

$17.50 - $23.25/hr

About Allworth Financial Allworth Financial (www.allworthfinancial.com) is an independent ... Reports to the Service Team Lead, providing feedback, and mentoring associates within the Service ...

New

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$17 - $23.50/hr

Client Service Associate The Client Service Associate provides operational support to our Wealth ... Required Qualifications: * 2-3 years of experience in the Financial Services industry, preferably ...

Wedbush Securities

Client Service Associate

Los Angeles, CA

$15.50 - $21.50/hr

We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures ... Our Correspondent Services Division has an immediate need for a Client Service Associate. This ...

Wedbush Securities

Client Service Associate

Los Angeles, CA

$15.50 - $21.50/hr

We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures ... Our Correspondent Services Division has an immediate need for a Client Service Associate. This ...

Ceritypartners

Client Service Associate

San Francisco, CA · On-site

$90K - $120K/yr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners ... Required Qualifications: * 2-3 years of experience in the Financial Services industry, preferably ...

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All JobsFinancial Service Associate JobsFinancial Service Associate Jobs in California

Financial Service Associate information

See California salary details

$13

$31

$66

How much do financial service associate jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for financial service associate in California is $31.54, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $33.94 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in California?

The most popular types of Financial Service jobs in California are:

What cities in California are hiring for Financial Service Associate jobs?

Cities in California with the most Financial Service Associate job openings:

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $65,611 per year, or $31.5 per hour.

Client Service Associate

Los Gatos, CA • On-site, Remote

Leading Financial Advisory Firm
See more jobs at Leading Financial Advisory Firmexternal

$80K - $100K/yr

Full-time

Retirement

Re-posted 2 days ago

Job description

ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally small, highly relationship-driven, and built almost entirely through client and professional referrals rather than advertising or public marketing.
We are seeking an experienced Client Service Associate to join our team. This position will have direct client contact in our goal to provide excellent client service.
This position is Hybrid from our office in Los Gatos, CA.
Benefits:
  • Starting salary of $80,000 - $100,000 based on experience and credentials
  • 401(k) after 1 year
  • Mentorship and learning opportunities
  • Flexible schedule
  • Great working environment with professional growth opportunities

Primary Duties:
  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Manage brokerage tasks
  • Initiate, manage, and tweak workflows
  • Data input into our financial planning software - NaviPlan

Qualifications:
  • 2 years of financial services experience
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Familiarity with Persing is not required, but would be a plus

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an equal opportunity employer.

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